See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $48,750 |
KBF CPAS LLP2 years Service code 10 · EIN 82-1030164 | Accounting | $16,940 |
Filed as: FIDUCIARY VEST LLC Service code 16 · EIN 20-2217636 | Consulting | $16,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,419 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,176 | $105,247+40.8% | $87,100+70.1% | $77,787+90.5% |
| Participation rate | 97.7% | 85.8%+11.9pp | 76.9%+20.9pp | 73.2%+24.5pp |
| Annual return | 24.74% | 24.52%+0.2pp | 28.19%-3.5pp | 32.57%-7.8pp |
| Employer contribution / active EE | $3,110 | $2,895+7.4% | $2,521+23.3% | $2,504+24.2% |
| Participant deferral / active EE | $9,361 | $5,060+85.0% | $4,049+131.2% | $3,967+135.9% |
| Admin fee / account holder | $95 | $104-8.9% | $7,497-98.7% | $100-4.9% |